Business Financial Strategy

Fractional CFO Service Packages for Small Businesses

Delivering financial clarity, confidence, and control for your business

Our fractional CFO service packages help businesses at key growth stages with strategic financial leadership.

Tier 1

Starter Package

Who It's For: Ideal for businesses with $500K-$1M revenue

  • Features:

    • Monthly strategic review meetings (60 minutes)

    • Basic financial dashboard development

    • Quarterly forecast updates

    • Email support for quick questions

    • Gain clear visibility into cash flow and financial performance so you can make confident day-to-day decisions.

$1,500

Monthly

3 month minimum

Best for Growing Teams

Tier 2

Growth Package

Who It's For: Ideal for businesses with $1M-$2.5M revenue

  • Features:

    • Bi-weekly strategic review meetings (60 minutes)

    • Advanced financial dashboard with custom KPIs

    • Monthly forecast updates

    • Unlimited email support and scheduled calls

    • Product/service line profitability analysis

    • Anticipate cash needs, improve profitability, and make informed hiring and investment decisions as your business scales.

$2,500

Monthly

3 month minimum

Tier 3

Scale Package

Who It's For: Ideal for businesses with $2.5M-$4M revenue

  • Features:

    • Weekly review of metrics and strategic review meetings (60 minutes)

    • Comprehensive financial dashboard with predictive analytics

    • Continuous forecast updating priority support

    • In-depth margin analysis across all business segments

    • Capital structure optimization

    • Optimize margins, strengthen capital strategy, and support long-term growth with proactive financial leadership.

$3,500

Monthly

3 month minimum

Not sure which package is right? We’ll help you decide during your consultation.

Fractional CFO Services

Choose your package and get started.

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